Common Contracts

1 similar Simple Individual Retirement Account (Ira) Application and Adoption Agreement contracts

SIMPLE INDIVIDUAL RETIREMENT ACCOUNT (IRA) APPLICATION AND ADOPTION AGREEMENT
Simple Individual Retirement Account (Ira) Application and Adoption Agreement • June 1st, 2012

To establish a SIMPLE Individual Retirement Account ("SIMPLE IRA"), please complete the Pacific Funds SIMPLE IRA Application and Adoption Agreement (the "Application"). The applicant's name must be that of an individual, not a business or trust. The SIMPLE IRA you establish with the Custodian is referred to in these forms and documents as "your SIMPLE IRA" or “custodial account", depending on the context. The Custodian of the SIMPLE IRA you establish pursuant to the Application must receive the complete name and address of your employer.

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